401(k) · DOL Form 5500 · 2024

Charms LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
459
Participants Below avg headcount
80th
Percentile by assets National rank
$77,607
Avg per participant Below avg balance/head
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Official DOL plan name: Charms Employees Retirement and Savings Plan · Sponsored by Charms LLC · Illinois · Manufacturing

$36M in assets, 459 participants

Charms LLC's Charms Employees Retirement and Savings Plan reported $36M in total assets and 459 participants in its 2024 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #12,798 in Manufacturing (17,777 peers)

Where Charms Employees Retirement and Savings Plan sits by assets

Charms Employees Retirement and Savings Plan sits in the top quartile of all filed plans by assets, $36M for 459 participants (~$77,607/participant), up 4.9% in 2024.

#12,798
in Manufacturing (17,777 peers)
+4.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Charms Employees Retirement and Savings Plan's outsized position by total assets

Charms Employees Retirement and Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$35,621,774 Top 20% higher than 80% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Charms Employees Retirement and Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charms Employees Retirement and Savings Plan sits mid-pack in the medium band (459 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charms Employees Retirement and Savings Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Charms Employees Retirement and Savings Plan reported participants rose from 392 in the plan year 2023 filing to 459 in the plan year 2024 filing.
  • Charms Employees Retirement and Savings Plan end-of-year assets rose from $34M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 364119865 · Charms LLC PY 2024 · 401(k)

Charms Employees Retirement and Savings Plan · $36M · 459 · 80th

  • IND $36M
  • EOY 459
  • 5500 80th
  • ASSETS 401(k)
  • PCT near Xl Parts 401(k) Plan
  • EIN ind #12798

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Illinois →

Charms Employees Retirement and Savings Plan in the asset neighbourhood

Charms Employees Retirement and Savings PlanCharms Employees Retirement …$36MXl Parts 401(k) Plan$36MFeyen Zylstra L.L.C. 401(k) PlanFeyen Zylstra L.L.C. 401(k) …$36MMaster-Lee Energy Services Corp. 401(k) PlanMaster-Lee Energy Services C…$36MThe Pete Store, LLC 401(k) PlanThe Pete Store, LLC 401(k) P…$36M
End-of-year total assets ($M) among Charms Employees Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$36M
Net Income$2M
Employer EIN364119865
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charms LLC)

Sponsor-wide plan assets over time

All Charms LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 17.472892798066603% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $30.3M $35.6M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 309 $30M
2023 1 392 $34M
2024 1 459 $36M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Charms Employees Retirement and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Charms Employees Retirement and Savings Plan, Total assets ($B): 0.035621774 · Participants: 459Charms Employees Retirement and Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Charms Employees Retirement and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Charms Employees Retirement and Savings Plan side-by-side with 3 peers →

Charms Employees Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Xl Parts 401(k) Plan in TX ($36M); by covered participants it is Servpro Industries, LLC 401(k) Plan in TN (459 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (459 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Charms Employees Retirement and Savings Plan assets move in 2024? ▼
Charms Employees Retirement and Savings Plan edged up modestly - up 4.9% during 2024, from $34M to $36M. Reported net income was $2M.
How have Charms LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charms LLC's sponsor-wide assets grew 17.5%, from $30M to $36M.
Where does Charms Employees Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Charms Employees Retirement and Savings Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Charms Employees Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Xl Parts 401(k) Plan in TX ($36M, 1,913 participants).
Which 401(k) plans cover a similar participant headcount to Charms Employees Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Servpro Industries, LLC 401(k) Plan in TN (459 participants, $56M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364119865.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.